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  #2751 (permalink)  
Old 15-01-2018, 02:22 PM
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Old story now New bolo
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Old 17-01-2018, 03:09 PM
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Control Print, Indian Toner?
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Old 19-01-2018, 11:27 AM
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Best situations are where we can buy something for FREE.
Telco presents us with one such situation.

Brokerage firm Nomura has 'Buy' rating on Tata Motors (TTMT) with a target price of Rs 531. "We value TTMT using a SOTP methodology to arrive at our target price of Rs 531. We value JLR at Rs 438/share, based on 3x FY20F normalised EBITDA, discounted back to Nov-18F. In this, we explicitly value JLR's stake in the China JV at Rs 83 per share. We attribute Rs 47 per share value to the standalone business, based on 8x FY20F EBITDA discounted to Nov-18F. We value other investments at Rs 46 per share

http://www.business-standard.com/art...1801171_1.html

http://www.business-standard.com/art...1601416_1.html

Last edited by jazz; 19-01-2018 at 11:42 AM.
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Old 19-01-2018, 03:18 PM
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8K Miles software? Cloud & automation 3 very good quarters Reasonably valued (specially given the growth in bad times)
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Old 30-01-2018, 12:09 AM
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Only BSE one for Jazz- Fiberweb
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Old 13-02-2018, 05:30 PM
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Originally Posted by jazz View Post
Fortis Healthcare acquiers RHT health trust portfolio for 4650crs

This is significant. EBITDA goes up by 270crs, interest costs down by 70crs. Funding is to be seen now.

Back to Square One Jazzy baba but gave opp to add more at very juicy levels.
And the absence of the Singhs may trigger some positiveness on this again.

Technically, break of 150 on EOD basis looking at 190 as T1 with stop of 135-138 approx.
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Old 16-02-2018, 07:36 PM
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Originally Posted by MurAtt View Post
Back to Square One Jazzy baba but gave opp to add more at very juicy levels.
And the absence of the Singhs may trigger some positiveness on this again.

Technically, break of 150 on EOD basis looking at 190 as T1 with stop of 135-138 approx.

Your stop got triggered

Yes, now that the Supreme court has dismissed their plea, and has also allowed the banks/FI's who r holding their pledges to be sold or transferred, its abt time. Its now a sitting duck.
What happened when Mallya exited United spirits?
Is history rhyming ?
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Old 17-02-2018, 02:30 PM
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Am still holding on ... yday banks mustve sold off a lot, maybe some more coming but someone lapped it all up it seems.

I had added at 123 and 118. Will abv 151 now more so .. seems 190-250 should be here in a jiffy ...

Maybe even more when funds start looking at this bcoz the headache is over ....

Originally Posted by jazz View Post
Your stop got triggered

Yes, now that the Supreme court has dismissed their plea, and has also allowed the banks/FI's who r holding their pledges to be sold or transferred, its abt time. Its now a sitting duck.
What happened when Mallya exited United spirits?
Is history rhyming ?

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Old 17-02-2018, 04:08 PM
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Porinju 10 bagger http://www.moneycontrol.com/india/st...tructures/BC06 Still buying (in Nov17)
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Old 18-02-2018, 03:55 PM
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Originally Posted by kkseal View Post
GODAWARI POWER- Mines operational No CAG issues Stock dirt cheap. ~2500Crs of sales expected for FY13 Mkt cap under 400 Crs Reserves 700Crs Expected BV arnd 240 Stk at less than half the price EPS ~31 (28 trailing) Under 4 PE EV/EBIDTA arnd 3.3 I guess arnd 110 it'd come at/under its NCA for FY13 (and way below its ~1500Crs gross block). 13-14% return ratios quite healthy for a cyclical biz Although debt looks a little high only abt 5% of it is unsecured working cap The rest is secured LT. It's about as integrated as integration can get Self-sufficient in iron ore Captive power Half of the coal comes from linked mines. Has it's own ferro-alloy unit.

My K-orinju 10 bagger
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